Board Chair

Senior Financial Advisor
Senior Vice President
Wells Fargo Advisors

J. Sergio Bohon

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance – with the highest level of professional service – in building and preserving wealth for my clients.  I worked with U.S. Trust, Bank of America Private Wealth Management before joining Wells Fargo Advisors. My experience also includes positions with Morgan Stanley. I hold a Bachelor degree from Cal Poly, Pomona and Masters in Personal Financial Planning from the College of Financial Planning with an emphasis on continuing education. I have also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner designation from the College for Financial Planning. For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.  Active in the local community, I participate in many civic and community organizations, including The Community Foundation, Mary S Roberts Pet Adoption Center, Riverside County Philharmonic, and Angel Flight West.

Heritage of Client Service

Wells Fargo Advisors is one of the nation’s premier financial services firms offering advisory services, asset management, brokerage services, estate planning strategies, retirement planning, portfolio analysis and monitoring, and other financial services. Wells Fargo Advisors, LLC, which traces its roots to 1879, grew over the years through mergers with some of the industry’s most respected regional and national firms. Throughout their histories, Wells Fargo Advisors’ predecessors were known for exceptional service based on trust and knowledge and for corporate cultures that put client needs above all else. Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation’s largest, strongest, and most respected financial institutions. In business since 1852 and named on Fortune magazine’s “World’s Most Admired Companies” list for 2011, 2012 and 2013, Wells Fargo is known and respected for its responsible stewardship of its clients’ assets.

4141 Inland Empire Blvd, Suite 345
Ontario, CA 91764
Office: (909) 942-8821
Cell: (213) 200-3766